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Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from ... more

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Sector Leadership Traits
Given the sector’s role in financing the economy, the Financials sector was once considered a leading indicator of the economy and stock market.
Record Decline In Empire Manufacturing Report
After month/month increases in three of the four prior months, the June Empire Manufacturing report fell and fell hard.
Sideways Netflix?
Netflix is not a stock that usually meanders sideways, but that is exactly what it has done for the past 5+ months. You can see the sideways track that NFLX has taken recently in the following chart.
The Magic Of Disney
What a day and a year it has been for Disney.
Bulls Slowly Return
Last week’s rally has reversed this build-up of bearish sentiment to a small degree as the percentage of investors reporting as bulls in this week’s AAII survey grew to 26.84% from 22.53% last week.
LULU And RH Keep Up Interesting Earnings
Both stocks are seeing impressive positive reactions in response to earnings this morning.
S&P 500 Sectors: Percentage Of Stocks Above 50-Day Moving Averages
54% of stocks in the S&P 500 are currently trading above their 50-day moving averages. This indicator has been in a downtrend since peaking in February when breadth exploded higher.
That’s No Bull
All eyes are on Jobless Claims which came in at 222K versus estimates for a reading of 215K. Going forward, this afternoon’s earnings report from Broadcom will help to decide the path that semis take to close out the week.
US Dividend Yields Significantly Lower Than Rest Of World
When it comes to dividends, the US may not be the best country for investors to look for a higher yield.
Bounce In Japanese Cap Ex; Beware Of Consensus
The ‘pause’ in the rally from yesterday’s early highs is continuing this morning as equity markets around the globe are all trading moderately lower, including the US.
H&R Block’s Mixed Triple Play
If there’s ever a quarter where HRB should beat estimates, it’s this one as it’s also the only quarter of the year where the company typically reports a profit.
Small Business Sentiment Surprises To The Upside
While economists were expecting the headline NFIB Small Business Sentiment Index to fall to 102.0 from last month’s reading of 103.5, the actual reading went the other way, rising to 105.
Construction Openings Surge
Yesterday, the BLS released its April Job Openings and Labor Turnover Survey. The JOLTS report allows for a deeper look at the labor market beyond the plethora of statistics included with the monthly Employment Situation Report.
Small Business Sentiment Back On Track
After five straight months of declines from an all-time high back in August, it appears as though small business sentiment has gotten back on track.
Fed Easing Cycles
After the last ten to twenty years of market ups and downs, it takes a lot to surprise experienced investors. One recent trend that qualifies, though, is the rapid and aggressive pricing of Fed rate cuts in the coming months.
Broad Participation During Last Week’s Rally
The average stock in the S&P 500 has gained 4.14% since last Monday’s near-term closing low.
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